Evermay Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Evermay Wealth Management’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.14K	Buy	+76	New	+$7.3K	﹤0.01%	487
2025 Q2	–	Sell	-11	Closed	-$997	–	583
2025 Q1	$997	Buy	+11	New	+$996	﹤0.01%	534
2022 Q4	–	Sell	-9	Closed	-$1K	–	575
2022 Q3	$1K	Sell	9 -83	-90%	-$7.09K	﹤0.01%	494
2022 Q2	$8K	Sell	92 -1,771	-95%	-$160K	﹤0.01%	415
2022 Q1	$182K	Buy	1,863 +1,854	+20,600%	+$188K	0.03%	199
2021 Q4	$1K	Buy	+9	New	+$982	﹤0.01%	486

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Evermay Wealth Management's EMB Position: Q1 2026 in Review

Evermay Wealth Management opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026: 76 shares worth $7.14K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in EMB as recently as Q1 2025.

Evermay Wealth Management first reported a position in EMB in Q4 2021 and has held it in 6 quarters since. The position peaked at $182K in Q1 2022. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Evermay Wealth Management held 76 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $7.14K as of Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Evermay Wealth Management position in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #487 holding.
Evermay Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 6 quarters since.
Evermay Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $182K in Q1 2022.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.